Award-Winning CFA Tutors serving Petaluma, CA

...Bachelor of Arts in Finance (summa cum laude) and Master of Arts in Economics. I also am Eagle Scout and hold the Chartered Financial Analyst designation. I have worked and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as well as in entrepreneurial hedge fund management...

I enjoy helping students learn material in a way they can remember and apply in future coursework.... Perseverance trumps brilliance every time. Ask questions and work hard, and there's nothing you won't be able to understand.... I would begin by asking a few questions to see where a student is. I would then provide a useful note sheet and go over a refresher of some of the concepts we would be focusing on.

...particularly that student who doesn't have a strong background in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a BS in Accounting from the University at Buffalo (SUNY), an MBA from the...

Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.

...and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining rich industry background with exam expertise. Marine engineering degree MBA...

...corporate development/M&A, innovation strategy and change management. He has held prior roles at Bank of America Merrill Lynch, JPMorgan Chase, The Federal Reserve Bank of New York, ISI Group (now Evercore ISI) and in renewables/infrastructure private equity. He received a B.A. from Washington University in St. Louis with Magna Cum Laude honors and an MBA...

...After completing 4 years of work experience as a business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the...

...are GMAT, GRE, and SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and...

...and all areas of Finance. My focus is always on my students - understanding how they learn and then tailor my instruction/help accordingly. I make things simple to understand with examples, analogies and relevant real-life anecdotes. I understand the challenges a student faces as I have successfully put four children through Big Ten and similar...

...education is not just about acquiring knowledge; it's about unlocking potential and fostering growth. With my diverse skill set, comprehensive knowledge, and unwavering dedication, I am confident in my ability to inspire, motivate, and mentor the next generation of finance professionals. Together, let's embark on a journey of learning, discovery, and transformation.

...the Finance-related questions. Also, I have passed all sections of CPA exams, and I am confident in solving accounting related problems. Quickbooks is the concentration of my professional practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting issues. Insurance license exam is another area...

...see the expression change in students' faces when they have that "aha moment," realizing they just understood a concept that had eluded them. Most of my teaching experience has been at the college level, teaching and tutoring business classes in finance, financial accounting, marketing and economics. My first job out of college was teaching a...

I am a recent grad from Providence College, dual degree in Finance and Math. Prior to Varsity Tutors, I had 3 years of tutoring subjects ranging from Math, Statistics to Finance and Accounting

...had much exposure to in the past. I chose a career in finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships....

...post-grad level. My chief areas of study are finance, accounting, investments, statistics and economics. I have had my own investment management firm for a decade. I am a CFA charter holder. I promise to make your learning experience thorough and add a little humor from time to time. You will leave with a better sense...

I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.

...understand complex financial concepts and apply them in real-world scenarios. With a background in execution trading at top financial institutions, I bring a practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments...

...and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro economics.

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that...